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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cara? Claim Your ProfileCara Michelle Miller is a financial advisor with Mariner Wealth, located in Highlands Ranch, CO. Cara holds the Series 7, Series 63, and Series 65 licenses, and has been a registered representative since 2002. Cara holds the Certified Financial Planner designation. Cara has experience working with various clients, including individuals, businesses, high-net-worth individuals, trusts, and estates. Cara's focus is on providing financial planning and investment management services. Prior to joining Mariner Wealth, Cara worked for PROEQUITIES, INC. in Rapid City, SD, and Financial Network Investment Corporation in Rapid City, SD.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family office services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CO
04/08/2024 - Present
Mariner Wealth (Highlands Ranch CO)
SD
05/15/2006 - 09/11/2020
PROEQUITIES, INC. (RAPID CITY SD)
SD
09/30/2004 - 05/11/2006
FINANCIAL NETWORK INVESTMENT CORPORATION (RAPID CITY SD)
MO
07/03/2002 - 09/24/2004
EDWARD JONES (ST. LOUIS MO)
IA
Issued 06/12/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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